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Portfolio (Quarterly) Guide ↗

Cygnus Capital Advisors, LLC

· CIK 0002114319
13F Portfolio $146M AUM 113 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 47 New 24 Added 14 Reduced 94 Exited
Page 2 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NRIX Nurix Therapeutics Inc Healthcare 3,300.0 $51K 0.04% NEW $15.45 +13.2%
22 DFLI Dragonfly Energy Holdings Corp Industrials 27,151.0 $47K 0.03% NEW $1.73 +23.6%
23 AIFF Firefly Neuroscience Inc Technology 20,039.0 $44K 0.03% NEW $2.20 -20.3%
24 PSQH PSQ Holdings Inc Technology 76,000.0 $40K 0.03% NEW $0.53 +12.3%
25 Datavault AI Inc 51,293.0 $32K 0.02% NEW $0.62
26 Atlantic International Corp 10,712.0 $32K 0.02% NEW $2.99
27 VSee Health Inc 120,000.0 $30K 0.02% NEW $0.25
28 Sidus Space Inc 12,000.0 $28K 0.02% NEW $2.33
29 Nauticus Robotics Inc 55,029.0 $27K 0.02% NEW $0.49
30 ARAI Arrive Ai Inc Technology 26,000.0 $21K 0.01% NEW $0.81 -20.6%
31 AMC Entertainment Holdings Inc 21,616.0 $21K 0.01% NEW $0.97
32 BURU Nuburu Inc Industrials 108,625.0 $19K 0.01% NEW $0.17 +12.6%
33 TXMD TherapeuticsMD Inc Healthcare 9,069.0 $18K 0.01% NEW $1.98 +6.8%
34 JTAI Jet.AI Inc Technology 204,731.0 $18K 0.01% NEW $0.09 +7941.4%
35 Workhorse Group Inc 4,001.0 $12K 0.01% NEW $3.00
36 NVNI NVNI GROUP LTD Technology 10,775.0 $12K 0.01% NEW $1.11 +7.8%
37 Cadrenal Therapeutics Inc 1,492.0 $8K 0.01% NEW $5.36
38 VCIG Vci Global Ltd Industrials 5,136.0 $8K 0.01% NEW $1.56 -14.6%
39 ORBS Eightco Holdings Inc Technology 8,456.0 $8K 0.01% NEW $0.95 -0.1%
40 ASNS Actelis Networks Inc Technology 20,118.0 $8K 0.01% NEW $0.40 -77.6%
Page 2 of 3  ·  47 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.3%
Consumer Cyclical 22.5%
Consumer Defensive 15.8%
Industrials 12.7%
Energy 10.6%
Healthcare 7.3%
Real Estate 4.1%
Communication Services 3.7%